Compare mutual funds | Krystal Capitals

How much it grew
	A: Invesco India Midcap Fund	B: HSBC Midcap Fund	C: WhiteOak Capital Mid Cap Fund	D: Motilal Oswal Midcap Fund
3-year returnA year, on average	+20.0%	+20.2%Higher	+18.4%	+16.3%
1-year returnTotal over the last year	+0.6%	+10.6%Higher	+6.1%	−4.9%
5-year returnA year, on average	+15.5%	Not enough history	Not enough history	+17.6%Higher
Since launchA year, on average, with at least a year of history	+16.2%from Apr 2007	+21.4%Higherfrom Nov 2022	+19.8%from Sept 2022	+20.0%from Feb 2014

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Invesco India Midcap Fund	B: HSBC Midcap Fund	C: WhiteOak Capital Mid Cap Fund	D: Motilal Oswal Midcap Fund
Worst fallBiggest drop from a high, and when	−70.8%Jan 2008 – Mar 2009	−26.1%Dec 2024 – Feb 2025

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Invesco India Midcap Fund	B: HSBC Midcap Fund	C: WhiteOak Capital Mid Cap Fund	D: Motilal Oswal Midcap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	97%	Not enough history

Risk level

Smallest SIP

The basics
	A: Invesco India Midcap Fund	B: HSBC Midcap Fund	C: WhiteOak Capital Mid Cap Fund	D: Motilal Oswal Midcap Fund
Risk level	See the fund house's risk level	See the fund house's risk level	See the fund house's risk level

Return in each calendar year.

Year by year
	A: Invesco India Midcap Fund	B: HSBC Midcap Fund	C: WhiteOak Capital Mid Cap Fund	D: Motilal Oswal Midcap Fund
2026 so far (total, not a yearly rate)	+2.0%	+11.1%Higher	+5.2%	+1.1%
2025	+6.3%Higher	−1.3%	+5.2%	−12.1%
2024	+43.1%	+39.7%	+33.4%	+57.1%Higher
2023	+34.1%	+40.0%	+41.5%	+41.7%Higher
2022	+0.5%	Not enough history	Not enough history	+10.7%Higher
2021	+43.1%	Not enough history	Not enough history	+55.8%Higher

Past performance may or may not be sustained in future and is not a guarantee of future returns.